The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).
Kindly note that many more integrations are available but not in the list above. To view the full list of all integrations, click here.
Additional help guides related to the rest of the integrations will be coming soon to support these tools. Stay tuned for updates!
To locate and manage integrations in your Serviceform dashboard, navigate to Settings -> Integrations -> All integrations :
• Accessing the active integrations
To view your active integrations :
• Editing the active integrations
When editing an integration, you have three options - Basic, Advanced, and Specific:
- Basic
• Change the integration title.
• View the endpoint URL.
• Manage tool selection by adding or removing tools.
• Select flow type (single flow or all flows).
• Configure triggers and event selections (this may vary based on the integration type).
- Specific
• Update the API key and other credentials such as List ID, webhook URL, and any other necessary integration details.
- Advanced
• Toggle to send an email alert to the owner when a lead is sent.
• Add email copies to notify additional recipients.
Once you are done, click on Update.
To review integrations logs and recorded events :
Once you're in the Integration Logs section, you'll be able to review the following:
• Total Leads
This indicates the total number of leads generated by your tools.
• Integrated
Here, you’ll see leads that have been successfully directed to the integrated software. Each lead will display either "Success" or "Error" to indicate the status of the integration.
• To be Integrated
This tab shows leads generated before the integration was set up. You can manually select and send these leads to the integrated platform.
• Not Integrated
This section lists leads generated by tools that have not yet been integrated.
Integrating your platforms can significantly boost efficiency and ensure seamless communication across your tools.
%20-%20Copy.png)
.svg)
.svg)
.svg)
.svg)
.svg)
.svg)
.svg)
.svg)
